Financial Gravity Asset Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,554,075
+4609.3%
12
-94.7%
0.02%
+1600.0%
Q4 2021$33,000
-5.7%
226
-7.8%
0.00%
-93.8%
Q3 2021$35,000
+2.9%
2450.0%0.02%
+33.3%
Q2 2021$34,000
+6.2%
245
+3.4%
0.01%
+1100.0%
Q1 2021$32,000
+14.3%
2370.0%0.00%
-96.2%
Q4 2020$28,000
+86.7%
237
+28.8%
0.03%
Q1 2020$15,000
-28.6%
184
+2.2%
0.00%
-100.0%
Q4 2019$21,000
+5.0%
180
+4.0%
0.01%
-17.6%
Q3 2019$20,000
+5.3%
1730.0%0.02%
+6.2%
Q2 2019$19,0000.0%1730.0%0.02%
+6.7%
Q1 2019$19,0000.0%173
-2.8%
0.02%
-25.0%
Q3 2018$19,000
+1800.0%
178
+3460.0%
0.02%
+1900.0%
Q2 2018$1,00050.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders